Archive a department and transfer the linked employees

Before you get started

For data historization reasons, Lucca allows you to archive a department, but not to delete it. To do this, you must first transfer all the users from the department and sub-departments to another department. This sheet explains how:

  • Go to the department management module
  • Transferring users from one department to another
  • Archive the department

Go to the department management module

Departments are configured in the cogwheel at the top right of the screen, by choosing the "departments" tab.


Transferring users from one department to another

The department administration interface is used for bulk transfers of users from one department to another.

To do this, first click on the department in question, and the attached users appear on the right side of the screen. Select those you want to transfer, then click on the "transfer" button, all you have to do is choose the destination department from the drop-down menu, and you're done!


Archive the department

Now that no users are attached to the department, you can archive it by clicking on the "Archive" button that appears at the top right: 


Reactivate an archived department

It may be that a parent department has been archived while employees are still linked to it or that the archived department has child departments that are still linked to it. 

You may also want to reactivate an archived department to rename or reuse it. 

To solve the problem, click on "Show archived departments" that the module offers you at the tree structure level of the active departments:


Check that there are no employees attached to an archived department or that no level 1 department has been archived while child departments are still attached to it. 

If you are in one or other of these cases, click on:

  • The archived department;
  • The "Unarchive" button selected.


You can then either transfer your employee to an active department or move the active child departments to another level of your organization. 

And the job's done!


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